Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LONYX (Lord Abbett New York Tax Free Cl F3) | 1.98% | 7.03% | 3.75% | 0.29% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LONYX (Lord Abbett New York Tax Free Cl F3) | 04/05/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 7.03 | 3.75 | 0.29 | NA | NA | NA | … | … | 1.98 | 2.55 | 2.11 | 8.44 | -13.02 | 3.39 | 4.77 | 8.52 | 0.99 | 2.08 |
| Sharpe Ratio | NA | 1.33 | 0.20 | -0.47 | NA | NA | NA | … | … | 0.48 | -0.06 | -0.39 | 0.96 | -2.44 | 1.70 | 0.48 | 3.50 | -0.20 | 0.94 |
| Standard Deviation(%) | NA | 3.16 | 4.79 | 4.79 | NA | NA | NA | … | … | 3.52 | 5.64 | 3.92 | 5.03 | 5.92 | 1.98 | 9.40 | 2.02 | 1.93 | 2.22 |
| Draw Down(%) | NA | 2.63 | 7.52 | 19.05 | NA | NA | NA | … | … | 2.63 | 5.98 | 2.85 | 7.52 | 18.58 | 2.70 | 13.90 | 1.85 | 1.91 | 2.11 |
| Yield(%) | 0.00 | 3.58 | 3.45 | 2.74 | 2.51 | 1.67 | 1.26 | … | … | 1.30 | 3.65 | 3.36 | 3.27 | 2.51 | 2.19 | 2.54 | 2.78 | 2.55 | 1.09 |
Data as of 06/04/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LONYX (Lord Abbett New York Tax Free Cl F3) |
-3.69%
Oct 2019 – Oct 2022 |
-0.42%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LONYX (Lord Abbett New York Tax Free Cl F3) |
6.32%
Oct 2022 – Oct 2025 |
2.08%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart